# OPAL WEALTH ADVISORS, LLC

OPAL WEALTH ADVISORS, LLC of JERICHO, NY is an SEC-registered investment adviser.

## Registration

- CRD: 289759
- Type: SEC-registered investment adviser
- SEC file number: 801-114223
- Location: 2 JERICHO PLAZA, SUITE 208, JERICHO, NY, 11753
- Phone: 516-388-7980
- Latest filing: 2026-02-14
- Regulatory AUM: $1.2B
- Discretionary AUM: $653.5M
- Non-discretionary AUM: $584.6M
- Clients: 20
- Accounts: 2,411

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Lee A Korn | MANAGING MEMBER AND PRINCIPAL | — |
| Jesse James Giordano | MANAGING MEMBER AND PRINCIPAL | — |
| Joseph Nino Filosa | MANAGING MEMBER AND PRINCIPAL | — |
| Christopher H Clasen | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Jamie Ann Bruno | CHIEF COMPLIANCE OFFICER | — |
| Jamie Bruno | CHIEF COMPLIANCE OFFICER | Jericho, NY |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| KORN LEE A | MANAGING MEMBER AND PRINCIPAL | — |
| GIORDANO JESSE JAMES | MANAGING MEMBER AND PRINCIPAL | — |
| FILOSA JOSEPH NINO | MANAGING MEMBER AND PRINCIPAL | — |
| DEAN KATHERINE MARY | CHIEF COMPLIANCE OFFICER AND MANAGING DIRECTOR OF OPERATIONS | — |
| DEAN-STAHL KATHERINE MARY | MANAGING DIRECTOR OF OPERATIONS | — |
| Clasen Christopher H | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289759/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289759/similar
- Related entities: https://search.stillhousedata.com/firm/289759/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289759

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.